Other platforms capex by quarter
Apple and IBM: platform companies with cloud services, shown for scale next to the hyperscalers. In Q3 2026 the 2 with a reading reported $3B in total. Largest: Apple.
Totals add each company’s reported figure. Definitions differ by company, so the chart shows scale and direction; the reading pages give each company’s own definition. A quarter with no reading for a company shows the companies that have one.
Stacked capex by calendar quarter
USD- Apple
- IBM
| Calendar quarter | Apple | IBM |
|---|---|---|
| Q3 2025 | $3.2B | $410M |
| Q4 2025 | $2.4B | no reading |
| Q1 2026 | $2B | no reading |
| Q2 2026 | $2.5B | no reading |
| Q3 2026 | $2.2B | $457M |
Companies
Every reading
Open in the sortable table| Company | Reported quarter | Calendar | Capex | YoY | Guidance | Announced | Source |
|---|---|---|---|---|---|---|---|
| Apple | FY2026 Q4 | Q3 2026 | $2.2B | −31% | — | — | apple.com |
| IBM | CY2026 Q3 | Q3 2026 | $457M | +11% | — | — | newsroom.ibm.com |
| Apple | FY2026 Q3 | Q2 2026 | $2.5B | −29% | — | — | apple.com |
| Apple | FY2026 Q2 | Q1 2026 | $2B | −36% | — | — | apple.com |
| Apple | FY2026 Q1 | Q4 2025 | $2.4B | −19% | — | — | apple.com |
| Apple | FY2025 Q4 | Q3 2025 | $3.2B | — | — | — | apple.com |
| IBM | CY2025 Q3 | Q3 2025 | $410M | — | — | — | newsroom.ibm.com |
| Apple | FY2025 Q3 | Q2 2025 | $3.5B | — | — | — | apple.com |
| Apple | FY2025 Q2 | Q1 2025 | $3.1B | — | — | — | apple.com |
| Apple | FY2025 Q1 | Q4 2024 | $2.9B | — | — | — | apple.com |
Other groups
- US hyperscalersAlphabet, Amazon, Meta, Microsoft and Oracle
- NeocloudsCoreWeave, Nebius and IREN
- China cloudAlibaba, Baidu and Tencent, reported in renminbi exactly as filed.